Authors
Agnès Le Thiec, CFA
14 Posts
Agnès Le Thiec, CFA, is a former director of capital markets policy at CFA Institute in Brussels.
Alan Lok, CFA
17 Posts
Alan Lok, CFA, was a director of capital markets policy at CFA Institute. He was responsible for conducting research projects in the area of market instruments and market structures in the Asia-Pacific region. Mr. Lok worked with regulators, institutional investors, academics, and various other stakeholders within the financial industry to uphold investor protection and market…
Alexander Flatscher, CFA
20 Posts
Alexander Flatscher, CFA, is a former director of professional standards at CFA Institute. He was responsible for promoting the ethical standards, policies, and positions of CFA Institute in the Asia-Pacific region.
Anju Grover, CIPM
9 Posts
Anju Grover, CIPM, is a senior GIPS analyst in the Investment Performance Standards Policy Group of CFA Institute. She develops new project ideas for the GIPS standards and acts as a staff liaison for numerous global volunteer committees that oversee the development and promulgation of the GIPS standards.
Beth Kaiser Schwartz, CFA, CIPM
10 Posts
Beth Kaiser Schwartz, CFA, CIPM, is a director of investment performance standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for such new technical areas as alternative strategies and risk, and works extensively with volunteer committees.
Bob Dannhauser, CFA
41 Posts
Bob Dannhauser, CFA, was the head of global private wealth management at CFA Institute.
Bob Luck CFA, CPA
2 Posts
Bob Luck, CFA, was the director of society advocacy engagement at CFA Institute. He served as the primary liaison on ethics, standards, and financial market integrity issues between CFA Institute and its member societies. Luck holds the Certified Public Accountant (CPA) designation.
Bristol Voss
24 Posts
Bristol Voss is director of content engagement and publishing at CFA Institute.
Bud Haslett, CFA
1 Post
Bud Haslett, CFA, is executive director of the Research Foundation of CFA Institute and head of risk management and derivatives. Previously, he served as director of option analytics at Miller Tabak + Co., LLC, and as CEO of Miller Tabak Capital Management. Haslett also spent two decades on the options trading floor, where he managed…
CFA Institute
6 Posts
Cheryl L. Evans
2 Posts
Cheryl L. Evans, JD, LLM, is a director, professional learning, at CFA Institute. She has also served on the Future of Finance team and was a senior investigator in the Professional Conduct Program at CFA Institute. Prior to joining CFA Institute, she held various legal positions, including: senior counsel at the US Securities and Exchange…
Chris Fidler
1 Post
Chris Fidler is a head in Codes & Standards at CFA Institute. He led the development of the Global ESG Disclosure Standards for Investment Products -- the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment process, and stewardship activities. Fidler has expert-level knowledge of investment product…
Cindy Kent
4 Posts
Cindy Kent was a director of investment performance standards at CFA Institute. She was responsible for developing, promulgating, and maintaining the GIPS standards. Kent's primary roles included managing the global adoption of and alignment of country-specific investment performance standards with the GIPS standards, developing educational and training products to promote the GIPS standards, and serving…
Claire Fargeot
14 Posts
Claire Fargeot is a former head of Standards and Financial Market Integrity at CFA Institute for the Europe, Middle East, and Africa (EMEA) region. She was responsible for leading CFA Institute efforts in advocacy, policy development, and regulatory outreach in EMEA.
Crystal Detamore
72 Posts
Crystal Detamore is a communications director at CFA Institute and a former columnist for Entrepreneur magazine.
David Terris, CIPM
2 Posts
David Terris, CIPM, David Terris, CIPM, is a director in the Global Industry Standards department at CFA Institute. He serves as the staff liaison for several GIPS standards committees and has primary responsibility for the GIPS Standards Help Desk. Previously, he worked for 10 years as a verifier, serving as a managing director at ACA…
Deborah Kidd, CFA
1 Post
Deborah Kidd, CFA, is a director with the Global Industry Standards team at CFA Institute. She contributes to the development, maintenance, and promotion of CFA Institute industry codes and standards.
Eddie Chan, CFA, CIPM, CMA
1 Post
Eddie Chan, CFA, CIPM, CMA, is Director, Professional Conduct Enforcement and Global Industry Standards at CFA Institute. He is responsible for the management of investigations related to alleged violations by CFA charterholders, members, and candidates in their professional activities. Starting in 2018, Chan has assumed additional responsibilities as the Asia Pacific channel manager, accountable for…
Glenn Doggett, CFA
59 Posts
Glenn Doggett, CFA, was a director of professional standards for CFA Institute. His responsibilities included providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. He was a co-host of the free,…
Graziella Marras
5 Posts
Graziella Marras is a former director of capital markets policy for the Europe, Middle East and Africa (EMEA) region at CFA Institute.
Iain McAra
3 Posts
Iain McAra is a director of investment performance standards for the Europe, Middle East and Africa (EMEA) region at CFA Institute. He is responsible for leading CFA Institute activities in the EMEA region related to the GIPS standards, including managing and developing relationships with country sponsors and volunteers. McAra serves as a spokesperson, conducts outreach…
Inigo Bengoechea, CFA, CPA, CAIA, FRM
1 Post
Inigo Bengoechea has been Director of Regulator and Program Recognition at CFA Institute since March 2013. He earned a master's degree in international relations from Columbia University and a bachelor’s degree in industrial engineering from Universidad Pontificia Comillas in Madrid. He holds the CFA, CPA, FRM, and CAIA designations and is a member of the…
Irene Cheung, CFA, CAIA, FRM
5 Posts
Irene Cheung, CFA, CAIA, FRM, is a former director of Professional Standards for CFA Institute. Her responsibilities included promoting ethical and professional conduct standards in the Asia-Pacific region.
Jason Voss, CFA
2 Posts
Jason Voss, CFA, tirelessly focuses on improving the ability of investors to better serve end clients. He is the author of the Foreword Reviews Business Book of the Year Finalist, The Intuitive Investor and the CEO of Active Investment Management (AIM) Consulting. Voss also sub-contracts for the well known firm, Focus Consulting Group. Previously, he…
Jim Allen, CFA
71 Posts
Jim Allen, CFA, is head of Americas capital markets policy at CFA Institute. The capital markets group develops and promotes capital markets positions, policies, and standards.
John Bowman, CFA
2 Posts
John Bowman, CFA, is former managing director, Americas, at CFA Institute. He also served as managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, Bowman was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. He holds a BS in business administration from the…
Jon Stokes
141 Posts
Jon Stokes is the director of Professional Standards at CFA Institute. His responsibilities include developing, maintaining, and providing interpretation on the organization’s Code of Ethics and Standards of Professional Conduct, Asset Manager Code of Professional Conduct, and other ethics codes and standards. He has designed and created on-line ethics education programs for CFA Institute, including the…
Jonathan Boersma, CFA
7 Posts
Jonathan Boersma, CFA, is the former head of Professional Standards and former executive director of the GIPS standards at CFA Institute. He was responsible for developing, maintaining, and promoting the GIPS standards, Code of Ethics and Standards of Professional Conduct, and other CFA Institute standards of practice.
Josina Kamerling
12 Posts
Josina Kamerling is head of regulatory outreach for CFA Institute for the Europe, Middle East, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting CFA Institute's EMEA policy development, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues.
Karina Karakulova
5 Posts
Karina Karakulova is Senior Manager, Capital Markets Policy AMER at CFA Institute. The capital markets group develops and promotes policy positions and research that advance market integrity, investor protection, and high ethical standards of professional conduct within the investment community.
Karyn D. Vincent, CFA, CIPM, CPA
3 Posts
Karyn D. Vincent, CFA, CIPM, CPA, is senior head, Global Industry Standards at CFA Institute and the GIPS® Standards executive director. Previously, she was managing partner for client services at ACA Performance Services. Vincent founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance…
Kazim Razvi
4 Posts
Kazim Razvi was a director of Financial Reporting Policy at CFA Institute. He was responsible for representing the interests of CFA Institute on financial reporting and on wider corporate reporting developments to major accounting standard setting bodies, enhanced reporting initiatives, and key stakeholders. Prior to joining CFA Institute, Kazim was a global head of Accounting…
Ken Robinson, CFA, CIPM
8 Posts
Ken Robinson, CFA, CIPM, is a director of investment performance standards at CFA Institute. He helps maintain the GIPS standards by managing the interpretations process and developing guidance for new technical areas.
Krista Harvey, CFA, CIPM
6 Posts
Krista Harvey, CFA, CIPM, is a director on the Global Industry Standards team at CFA Institute. Previously, she held senior roles on Investment Operations and Performance teams at TIAA, Jennison Associates, and Goldman Sachs. Prior to joining CFA Institute, Harvey was a longtime volunteer. She chaired the United States Investment Performance Committee (USIPC) and was a member…
Kurt Schacht, JD, CFA
70 Posts
Kurt Schacht, JD, CFA, is the Senior Head, Advocacy Advisor, Capital Markets Policy at CFA Institute, where he oversees advocacy efforts and the development, maintenance, and promotion of the highest ethical standards of practice for the global investment management industry.
Laurel Teo, CFA
4 Posts
Laurel Teo, CFA, was director of society advocacy engagement at CFA Institute. She worked with member societies in the Asia-Pacific region to advance awareness and adoption of CFA Institute ethics and standards, as well as policy positions on financial market integrity issues.
Lee Kha Loon, CFA
10 Posts
Lee Kha Loon, CFA, is a former senior director of policy research at CFA Institute in the Asia-Pacific region.
Linda Rittenhouse, JD
53 Posts
Linda Rittenhouse, JD, was a director of capital markets policy at CFA Institute. She focused primarily on issues related to investment products and investment regulation. Rittenhouse holds a JD degree.
Maiju Hamunen
15 Posts
Maiju Hamunen was an analyst for the Europe, Middle East, and Africa (EMEA) region in the Capital Markets Policy Group at CFA Institute. She was responsible for developing research projects, policy papers, articles, and regulatory consultations that advanced the policy positions of CFA Institute.
Mary Leung, CFA
11 Posts
Mary is the Head, Standards and Advocacy, Asia Pacific. She is responsible for the development, maintenance, and promotion of capital markets policy perspectives in the APAC region. She also oversees the promotion and development of CFA Institute professional standards in the region. Mary has over 20 years of experience in the global financial industry, having…
Matt Orsagh, CFA, CIPM
188 Posts
Matt Orsagh, CFA, CIPM, is a senior director of capital markets policy at CFA Institute, where he focuses on corporate governance, ESG, and climate change analysis. He writes and speaks frequently on these topics on behalf of CFA Institute. His paper, Climate Change Analysis in the Investment Process was named “Best ESG Paper” by Savvy…
Matt Waldron
32 Posts
Matt Waldron was a director of financial reporting policy at CFA Institute. He drafted position papers and comment letters, representing membership interests regarding financial reporting and disclosure proposals issued by the FASB, the IASB, and others.
Matthew Winters, CFA, CPA
2 Posts
Matthew Winters, CFA, CPA, is senior director of Financial Reporting Policy Advocacy at CFA Institute. The Financial Reporting Policy Advocacy group represents the interests of CFA Institute members and investors on financial reporting and broader corporate reporting matters to standard setters and regulators, including the IASB, FASB, PCAOB, and the US Securities and Exchange Commission…
Mirzha de Manuel Aramendía
10 Posts
Mirzha de Manuel Aramendía is director of capital markets policy at CFA Institute. He is responsible for developing capital markets policy in the Europe, Middle East, and Africa (EMEA) region through education and research, developing policy papers, research projects, and regulatory consultations.
Mohini Singh, ACA
84 Posts
Mohini Singh was director of financial reporting policy at CFA Institute. She represented membership interests regarding financial reporting and disclosure proposals issued by the FASB, the IASB, and others. Singh holds the Associate Chartered Accountant (ACA) designation.
Nicole Gehrig
2 Posts
Nicole Gehrig is a director of Global Industry Standards at CFA Institute. She is responsible for the research, development, and promotion of ESG codes and standards. Prior to joining CFA Institute in 2022, she worked at PGIM Fixed Income for 15 years, most recently as an ESG specialist. In this role, she contributed to the…
Nitin Mehta, CFA
5 Posts
Nitin Mehta, CFA, was the managing director for Europe, Middle East, and Africa operations at CFA Institute until he retired at the end of 2017.
Olivier Fines, CFA
8 Posts
Olivier Fines, CFA, is head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. With teams based in London and Brussels, he leads the effort in researching and commenting on the major trends that affect the investment management industry as well as changes to the profession and policy and regulatory developments. The…
Padma Venkat, CFA
16 Posts
Padma Venkat, CFA, is former director of capital markets policy at CFA Institute. She is responsible for promoting CFA Institute standards, policies, and positions in the Asia-Pacific region.
Paul Andrews
1 Post
Paul Andrews oversees the strategic direction and leadership of the Research, Advocacy, and Standards function at CFA Institute, where he seeks to position the organization as an innovator and thought leader in investment management. Previously, he served as Secretary General of the International Organization of Securities Commissions (IOSCO) for two terms. While at IOSCO, Andrews…
Paul McCaffrey
2 Posts
Paul McCaffrey was formerly the editor of Enterprising Investor at CFA Institute. Prior to that role, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and On Wall Street, among other publications. He is a graduate of Vassar College and the Craig Newmark Graduate School of Journalism…
Paul Smith, CFA
8 Posts
Paul Smith, CFA, is the founder of SustainFinance and the former president and CEO of CFA Institute. He has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry.
Peter M.J. Gross
1 Post
Peter M.J. Gross was an online content specialist for CFA Institute, where he managed blogs for the CFA Institute Annual Conference, European Investment Conference, and Middle East Investment Conference. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. Mr. Gross' articles have been published by Enterprising Investor, City A.M., Seeking Alpha,…
Piotr Zembrowski, CFA
4 Posts
Rebecca Fender, CFA
3 Posts
Rebecca Fender, CFA, is chief of staff for Research, Advocacy, and Standards at CFA Institute. Previously she lead the Future of Finance initiative, which is the thought leadership platform for CFA Institute. The group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the…
Rhodri Preece, CFA
42 Posts
Rhodri Preece, CFA, is Senior Head of Industry Research for CFA Institute. He is responsible for building and maintaining the global research function at CFA Institute, including leading the planning, coordination, and creation of research content across CFA Institute research platforms, which include the Future of Finance, the CFA Institute Research Foundation, the Financial Analysts…
Roberto Silvestri
17 Posts
Roberto Silvestri is EU Policy Specialist, Capital Markets Policy EMEA at CFA Institute. He helps reach out to regulators and stakeholders about the positions that CFA Institute holds and unravel the complexities of EU regulation for CFA Institute members.
Robin Willis
1 Post
Robin Willis is a program coordinator for the Global Investment Performance Standards.
Rocky Tung
4 Posts
Rocky Tung is a director of capital markets policy for the Asia-Pacific region at CFA Institute. He is based in Hong Kong and is responsible for conducting research projects related to capital market structures in the region. He has over a decade of experience in economic and policy research, working closely with business leaders, government…
Sandy Peters, CPA, CFA
50 Posts
Sandy Peters, CFA, is head of financial reporting policy and serves as spokesperson for CFA Institute to key financial reporting standard setters including the IASB, FASB, and the US Securities and Exchange Commission. She holds the Certified Public Accountant (CPA) designation.
Sara Cheng, JD
2 Posts
Sara Cheng, JD, is Senior Director of Capital Markets Policy and Strategy, Asia Pacific. She is responsible for advocating policy development in Asia Pacific, writing research centered on capital markets and financial regulation, and engaging with financial regulators and standard-setting bodies on policy advocacy. Cheng's work experience spans close to 20 years in the finance…
Serena Espeute
2 Posts
Serena Espeute is an Affiliate to the Research and Policy Center at CFA Institute. Her research focuses on the future of the finance industry, including sustainable finance regulations and the role of, and regulations around, such new intermediaries as social media influencers in the dissemination of investment information. Espeute holds an undergraduate degree in human…
Sivananth Ramachandran, CFA
10 Posts
Sivananth "Siva" Ramachandran, CFA, is the Director of Capital Markets Policy, India at CFA Institute. In his role, he is responsible for advocating policy positions on issues that impact Indian capital markets, including corporate governance, ESG, and financial reporting, to name a few. Siva was part of a SEBI working group that reviewed the related…
Stephen Deane, CFA
5 Posts
Stephen Deane, CFA, is Senior Director, Capital Markets Policy, the Americas, at CFA Institute. Stephen also serves as Chair of the Markets Advisory Council of the Council of Institutional Investors. He joined CFA Institute in 2020 after more than nine years at the US Securities and Exchange Commission (SEC). He worked in the SEC Office…
Sviatoslav Rosov, PhD, CFA
59 Posts
Sviatoslav Rosov, PhD, CFA, is Director, Capital Markets Policy EMEA at CFA Institute. He is responsible for developing research projects, policy papers, articles, and regulatory consultations that advance CFA Institute policy positions, focusing on market structure and wider financial market integrity issues.
Tony Tan, DBA, CFA
10 Posts
Tony Tan, DBA, CFA, is co-head of the CFA Institute Ethics, Standards, and Professional Conduct division. He is particularly responsible for ethics education offerings and the professional standards of CFA Institute. He is also a member of CFA Society Singapore.
Usman Hayat, CFA
1 Post
Usman Hayat, CFA, writes about sustainable, responsible, and impact investing and Islamic finance. He is the lead author of "Environmental, Social, and Governance Issues in Investing: A Guide for Investment Professionals;" the literature review, "Islamic Finance: Ethics, Concepts, Practice;" and the research report "Sustainable, Responsible, and Impact Investing and Islamic Finance: Similarities and Differences." He…
Vincent Papa, PhD, CPA, FSA, CFA
52 Posts
Vincent Papa, PhD, CPA, FSA Credential, CFA, was the director of financial reporting policy at CFA Institute. He was responsible for representing the interests of CFA Institute on financial reporting and on wider corporate reporting developments to major accounting standard setting bodies, enhanced reporting initiatives, and key stakeholders. He is a member of ESMA’s consultative…
Winnie Mak
1 Post
Winnie Mak holds a master of science degree in Sustainable Resources from University College London. She joined CFA Institute as an affiliate researcher in 2023, with her research centered on sustainability. Before that, she gained experience as an equity analyst at BNP Paribas, HSBC Securities, Deutsche Bank, and AllianceBernstein.